LPL Financial’s Serve Robotics SERV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$758K	Buy	66,289 +20,734	+46%	+$237K	﹤0.01%	3957
2025 Q1	$262K	Buy	45,555 +23,790	+109%	+$137K	﹤0.01%	4561
2024 Q4	$294K	Buy	+21,765	New	+$294K	﹤0.01%	4448